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SigFig Wealth Management Portfolio holdings

AUM $3.77B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
+2.13%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$642M
AUM Growth
+$77.6M
Cap. Flow
+$64.7M
Cap. Flow %
10.08%
Top 10 Hldgs %
64.62%
Holding
48
New
1
Increased
41
Reduced
6
Closed
–

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$11.8M
2
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.19M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.13M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$6.09M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.49M

Top Sells

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$562K
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$223K
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$201K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$64.5K
5
USRT icon
iShares Core US REIT ETF
USRT
+$33.8K

Sector Composition

Rank Sector Weight
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AGG icon
1
iShares Core US Aggregate Bond ETF
AGG
$138B
$99.7M 15.54%
895,800
+107,870
+14% +$11.8M
GSLC icon
2
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.2B
$52M 8.1%
885,138
+105,351
+14% +$6.09M
IJH icon
3
iShares Core S&P Mid-Cap ETF
IJH
$124B
$48.4M 7.55%
1,246,725
+161,415
+15% +$6.19M
IVV icon
4
iShares Core S&P 500 ETF
IVV
$898B
$47.4M 7.38%
160,799
+18,942
+13% +$5.49M
IJR icon
5
iShares Core S&P Small-Cap ETF
IJR
$110B
$40.2M 6.27%
514,171
+78,980
+18% +$6.13M
REET icon
6
iShares Global REIT ETF
REET
$4.99B
$26.8M 4.18%
1,006,455
+123,361
+14% +$3.3M
GSIE icon
7
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.12B
$25.5M 3.97%
887,875
+117,302
+15% +$3.33M
IEMG icon
8
iShares Core MSCI Emerging Markets ETF
IEMG
$160B
$25.4M 3.96%
493,993
+52,821
+12% +$2.7M
IEFA icon
9
iShares Core MSCI EAFE ETF
IEFA
$195B
$25.4M 3.96%
413,720
+41,630
+11% +$2.55M
ITOT icon
10
iShares Core S&P Total US Stock Market ETF
ITOT
$97.4B
$23.8M 3.71%
357,764
+17,560
+5% +$1.15M
PCY icon
11
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.29B
$22.5M 3.51%
774,713
+75,539
+11% +$2.13M
HYG icon
12
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.6B
$21.8M 3.4%
250,034
+32,521
+15% +$2.81M
GEM icon
13
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.75B
$20.9M 3.25%
635,310
+83,702
+15% +$2.71M
LRGF icon
14
iShares US Equity Factor ETF
LRGF
$3.71B
$16.8M 2.62%
528,831
+69,005
+15% +$2.15M
SPTM icon
15
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14B
$15.9M 2.48%
437,075
+16,666
+4% +$597K
IGOV icon
16
iShares International Treasury Bond ETF
IGOV
$1.54B
$11.6M 1.8%
227,332
+29,649
+15% +$1.46M
SPAB icon
17
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$10.3B
$10.9M 1.7%
374,076
+4,729
+1% +$135K
VTI icon
18
Vanguard Morningstar Total Stock Market ETF
VTI
$687B
$10.8M 1.69%
72,463
-3,817
-5% -$562K
SPDW icon
19
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$42B
$10.5M 1.63%
353,631
+18,145
+5% +$534K
SPEM icon
20
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.8B
$10.2M 1.58%
283,702
+15,127
+6% +$536K
VCSH icon
21
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$10M 1.56%
124,175
+16,668
+16% +$1.33M
SCHB icon
22
Schwab US Broad Market ETF
SCHB
$44.7B
$7.41M 1.15%
630,594
+13,674
+2% +$158K
EMB icon
23
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$6.67M 1.04%
58,908
+4,914
+9% +$542K
VWO icon
24
Vanguard FTSE Emerging Markets ETF
VWO
$127B
$5.78M 0.9%
136,077
-4,789
-3% -$201K
VEA icon
25
Vanguard FTSE Developed Markets ETF
VEA
$238B
$5.55M 0.86%
133,249
-5,402
-4% -$223K
1
2

Similar funds

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.76B AUM 342.13% 1-Year Est. Return
CAM
Close Asset Management London, United Kingdom $3.76B AUM 40.74% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return
AS
American Securities New York $3.75B AUM 23.12% 1-Year Est. Return
MSDF
Michael & Susan Dell Foundation New York $3.79B AUM 72.75% 1-Year Est. Return

SigFig Wealth Management's Q2 2019 Portfolio in Review

As of Q2 2019, SigFig Wealth Management held 48 positions worth $642M, up 14% from $564M the previous quarter. Its ten largest holdings account for 65% of the portfolio.

SigFig Wealth Management deployed $64.7M of net new capital in Q2 2019, opening 1 new position and adding to 41 existing holdings. Its largest new stake was Invesco FTSE RAFI Emerging Markets ETF: 10,306 shares worth $223K.

On the sell side, the largest reduction was Vanguard Morningstar Total Stock Market ETF, an estimated $562K trimmed.

  • SigFig Wealth Management's largest Q2 2019 buy was Invesco FTSE RAFI Emerging Markets ETF: 10,306 shares worth $223K.
  • SigFig Wealth Management added most to iShares Core US Aggregate Bond ETF in Q2 2019, an estimated $11.8M increase.
  • SigFig Wealth Management's biggest Q2 2019 reduction was Vanguard Morningstar Total Stock Market ETF, cutting an estimated $562K.
  • SigFig Wealth Management's ten largest holdings make up 65% of its $642M portfolio in Q2 2019.
  • SigFig Wealth Management opened 1 new position and closed 0 in Q2 2019.
  • SigFig Wealth Management's portfolio value rose 14% quarter-over-quarter to $642M.

Based on SigFig Wealth Management's 13F filing for Q2 2019, filed 5 Aug 2019.